Compliance

eSuper Solutions can assist our clients by providing compliance services for the purposes of providing regular status and earnings updates to each client.

We assist our clients in maintaining records and completing the bookkeeping requirements of each SMSF, including the preparation and lodgement of regular activity statements with the ATO.

Accounting, tax, audit

eSuper Solutions can assist clients in managing year end obligations including:

Preparation of financial statements

Independent audit of the annual financial statements

Preparation and lodgement of income tax return

Advice

eSuper Solutions can advise you in relation to taxation issues such as:

Contributions types and limits

Superannuation structuring

In house asset rules

Accumulation funds and transition to retirement income streams

Pension management

We assist our clients in managing the progress of their SMSF during the various life cycle of each member.

We can assist in establishing and managing the ongoing process of superannuation income streams for relevant members, and provide advice regarding the taxation implications of decisions made by the trustees.